Monthly Total Returns

(As of 05/31/2024)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%) 
SymbolFundInception
Date
Year-to-
Date
1yr3yrs5yrs10yrsSince
Inception1
Expense Ratio (Net of Fees)^Expense Ratio (Gross of Fees)^
PAXLXImpax Large Cap Fund – Investor Class12/16/20167.8523.324.7315.3313.440.98%0.98%
PXLIXImpax Large Cap Fund – Institutional Class12/16/20167.9823.624.9615.6113.720.73%0.73%
S&P 500 Index11.3028.199.5715.8014.04
PXSCXImpax Small Cap Fund – Investor Class03/27/20084.1417.54-0.907.955.947.951.16%1.16%
PXSAXImpax Small Cap Fund – Class A05/01/20134.0917.45-0.907.935.937.951.16%1.16%
PXSIXImpax Small Cap Fund – Institutional Class03/27/20084.2417.79-0.658.226.208.230.91%0.91%
Russell 2000 Index2.6820.12-1.658.617.668.48
PAXGXImpax Global Opportunities Fund – Investor Class06/27/20186.1714.713.1310.7510.171.23%1.33%
PXGOXImpax Global Opportunities Fund – Institutional Class06/27/20186.2514.953.3911.0410.400.98%1.08%
MSCI ACWI (Net) Index8.8823.565.1211.689.76
PGRNXImpax Global Environmental Markets Fund – Investor Class03/27/20086.5917.971.7711.157.897.001.16%1.16%
PXEAXImpax Global Environmental Markets Fund – Class A05/01/20136.5517.951.7811.167.897.001.16%1.16%
PGINXImpax Global Environmental Markets Fund – Institutional Class03/27/20086.6518.232.0211.438.167.270.91%0.91%
MSCI ACWI (Net) Index8.8823.565.1211.688.406.95
PXWEXImpax Ellevate Global Women’s Leadership Fund – Investor Class10/01/19933.6015.651.188.217.246.880.77%0.77%
PXWIXImpax Ellevate Global Women’s Leadership Fund – Institutional Class04/19/20063.7015.911.438.477.517.040.52%0.52%
MSCI World (Net) Index9.5224.926.6712.769.13
PAXDXImpax Global Sustainable Infrastructure Fund – Investor Class12/16/20162.099.55-0.348.008.120.90%0.90%
PXDIXImpax Global Sustainable Infrastructure Fund – Institutional Class12/16/20162.199.77-0.128.248.390.65%0.65%
FTSE Global Infrastructure Opportunities3.7314.491.676.656.82
MSCI ACWI (Net) Index8.8823.565.1211.68
PXWGXImpax US Sustainable Economy Fund – Investor Class06/11/199710.6226.408.7314.2111.156.880.70%0.88%
PXGAXImpax US Sustainable Economy Fund – Class A05/01/201310.5826.378.7214.1911.156.880.70%0.88%
PWGIXImpax US Sustainable Economy Fund – Institutional Class04/02/200710.7126.709.0014.4811.427.040.45%0.63%
Russell 1000 Index10.5828.018.4615.4212.40
PXINXImpax International Sustainable Economy Fund – Investor Class03/31/20149.5719.573.188.414.495.330.70%0.70%
PXNIXImpax International Sustainable Economy Fund – Institutional Class01/27/20119.5819.853.458.684.755.590.45%0.45%
MSCI EAFE ESG Leaders (Net) Index7.4017.972.758.394.955.78
MSCI EAFE (Net) Index7.0718.533.068.054.605.29
PAXBXImpax Core Bond Fund – Investor Class12/16/2016-1.411.42-3.17-0.430.720.72%0.72%
PXBIXImpax Core Bond Fund – Institutional Class12/16/2016-1.311.68-2.93-0.180.970.47%0.47%
Bloomberg US Aggregate Index-1.641.31-3.10-0.171.14
Morningstar Intermediate Core Bond-1.251.72-3.10-0.13
PAXHXImpax High Yield Bond Fund – Investor Class10/08/19990.599.02-0.222.892.614.760.93%0.93%
PXHAXImpax High Yield Bond Fund – Class A05/01/20130.599.01-0.212.902.614.760.93%0.93%
PXHIXImpax High Yield Bond Fund – Institutional Class06/01/20040.689.300.063.172.874.960.68%0.68%
ICE BofAML US Cash Pay High Yield Constrained (BB-B) Index1.4910.471.693.974.20
PAXWXImpax Sustainable Allocation Fund – Investor Class08/10/19713.7312.981.328.136.608.170.92%0.92%
PAXIXImpax Sustainable Allocation Fund – Institutional Class04/02/20073.8513.271.578.396.868.260.67%0.67%
S&P 500 Index11.3028.199.5715.8012.69
60% S&P 500 Index / 40% Bloomberg US Aggregate Bond Index6.0116.884.559.478.24
Morningstar Moderate Allocation5.1915.082.667.666.22
IGSLXImpax Global Social Leaders Fund – Investor Class11/30/20232.948.401.23%25.80%
IGSIXImpax Global Social Leaders Fund – Institutional Class11/30/20232.948.500.98%25.60%
MSCI AC World Index8.8814.11

Quarterly Total Returns

(As of 03/31/2024)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%) 
SymbolFundInception
Date
Year-to-
Date
1yr3yrs5yrs10yrsSince
Inception1
Expense Ratio (Net of Fees)^Expense Ratio (Gross of Fees)^
PAXLXImpax Large Cap Fund – Investor Class12/16/20169.8224.338.0015.2114.070.98%0.98%
PXLIXImpax Large Cap Fund – Institutional Class12/16/20169.9424.628.2615.4914.350.73%0.73%
S&P 500 Index10.5629.8811.4915.0514.30
PXSCXImpax Small Cap Fund – Investor Class03/27/20085.7614.211.938.066.098.151.16%1.16%
PXSAXImpax Small Cap Fund – Class A05/01/20135.7214.191.928.066.098.151.16%1.16%
PXSIXImpax Small Cap Fund – Institutional Class03/27/20085.7814.442.178.316.358.420.91%0.91%
Russell 2000 Index5.1819.71-0.108.107.588.74
PAXGXImpax Global Opportunities Fund – Investor Class06/27/20185.7212.545.2110.6310.411.23%1.33%
PXGOXImpax Global Opportunities Fund – Institutional Class06/27/20185.7512.795.4610.9010.640.98%1.08%
MSCI ACWI (Net) Index8.2023.226.9610.929.94
PGRNXImpax Global Environmental Markets Fund – Investor Class03/27/20086.8514.293.8410.488.017.091.16%1.16%
PXEAXImpax Global Environmental Markets Fund – Class A05/01/20136.8614.373.8710.508.027.101.16%1.16%
PGINXImpax Global Environmental Markets Fund – Institutional Class03/27/20086.9214.634.1110.778.297.370.91%0.91%
MSCI ACWI (Net) Index8.2023.226.9610.928.666.99
PXWEXImpax Ellevate Global Women’s Leadership Fund – Investor Class10/01/19934.4915.763.618.137.706.950.77%0.77%
PXWIXImpax Ellevate Global Women’s Leadership Fund – Institutional Class04/19/20064.5716.093.878.417.977.120.52%0.52%
MSCI World (Net) Index8.8825.118.6012.079.39
PAXDXImpax Global Sustainable Infrastructure Fund – Investor Class12/16/20162.977.650.987.258.450.90%0.90%
PXDIXImpax Global Sustainable Infrastructure Fund – Institutional Class12/16/20163.067.871.227.518.730.65%0.65%
FTSE Global Infrastructure Opportunities2.408.523.235.956.79
MSCI ACWI (Net) Index8.2023.226.9610.92
PXWGXImpax US Sustainable Economy Fund – Investor Class06/11/199710.7127.5410.9013.4611.406.930.70%0.88%
PXGAXImpax US Sustainable Economy Fund – Class A05/01/201310.7127.5710.9113.4611.406.930.70%0.88%
PWGIXImpax US Sustainable Economy Fund – Institutional Class04/02/200710.7927.9011.1913.7411.687.090.45%0.63%
Russell 1000 Index10.3029.8710.4514.7612.68
PXINXImpax International Sustainable Economy Fund – Investor Class03/31/20144.9814.803.537.144.315.060.70%0.70%
PXNIXImpax International Sustainable Economy Fund – Institutional Class01/27/20114.8914.973.777.414.565.320.45%0.45%
MSCI EAFE (Net) Index5.7815.324.787.334.805.26
MSCI EAFE ESG Leaders (Net) Index5.1414.524.027.635.035.68
PAXBXImpax Core Bond Fund – Investor Class12/16/2016-0.521.77-2.560.100.860.72%0.72%
PXBIXImpax Core Bond Fund – Institutional Class12/16/2016-0.572.02-2.350.331.100.47%0.47%
Bloomberg US Aggregate Index-0.781.70-2.460.361.29
Morningstar Intermediate Core Bond-0.512.01-2.450.36
PAXHXImpax High Yield Bond Fund – Investor Class10/08/19990.698.450.132.972.754.790.93%0.93%
PXHAXImpax High Yield Bond Fund – Class A05/01/20130.868.620.203.002.774.810.93%0.93%
PXHIXImpax High Yield Bond Fund – Institutional Class06/01/20040.928.900.473.283.025.000.68%0.68%
ICE BofAML US Cash Pay High Yield Constrained (BB-B) Index1.3010.112.063.974.36
PAXWXImpax Sustainable Allocation Fund – Investor Class08/10/19714.6512.943.218.156.948.220.92%0.92%
PAXIXImpax Sustainable Allocation Fund – Institutional Class04/02/20074.7513.273.478.427.218.300.67%0.67%
S&P 500 Index10.5629.8811.4915.0512.96
60% S&P 500 Index / 40% Bloomberg US Aggregate Bond Index5.9417.975.949.308.52
Morningstar Moderate Allocation5.3215.194.057.456.46

Performance after Sales Charge

(As of 05/31/2024)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%)
1m3mYTD1yr3yrs5yrs10yrsSince
Inception
Impax Small Cap Fund – Class A (Load)-1.72-4.06-1.6610.99-2.756.715.347.57
Impax US Sustainable Economy Fund – Class A (Load)-0.40-2.254.5119.426.6912.9110.526.66
Impax Global Environmental Markets Fund – Class A (Load)-1.20-2.650.6711.45-0.119.907.286.63
Impax High Yield Bond Fund – Class A (Load)-3.45-3.97-3.884.12-1.751.952.154.57

Performance after Sales Charge

(As of 03/31/2024)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%)
1m3mYTD1yr3yrs5yrs10yrsSince
Inception
Impax Small Cap Fund – Class A (Load)-2.55-0.12-0.127.890.016.855.497.77
Impax US Sustainable Economy Fund – Class A (Load)-2.134.644.6420.558.8412.1910.776.71
Impax Global Environmental Markets Fund – Class A (Load)-2.360.970.978.071.929.267.416.72
Impax High Yield Bond Fund – Class A (Load)-3.71-3.62-3.623.65-1.362.062.304.61
Performance data quoted represent past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. After sales charge performance reflects the maximum sales load of 5.50% for the Small Cap, Global Environmental Markets and US Sustainable Economy Fund (Class A) and 4.50% for the High Yield Bond Fund (Class A). A 1.00% CDSC may be applied to investors who purchased $1 million or more of Class A shares without an initial sales charge and redeem them within 18 months of purchase.
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